See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,126 | $129,942-69.9% | $104,294-62.5% | $134,475-70.9% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -15.14% | 42.03%-57.2pp | 24.61%-39.8pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,525 | $4,184-63.5% | $3,372-54.8% | $4,740-67.8% |
| Participant deferral / active EE | $1,907 | $5,588-65.9% | $4,625-58.8% | $6,400-70.2% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |